Your first master document
Build once, then let each set of answers create the right document.
Choose your starting point
Create a new document from your workspace. Start blank, choose an example, or import Word, PDF or plain text. Imports extract wording as a starting point; check the reading order and rebuild the layout. Scanned PDFs may need OCR elsewhere first.
Documents and templates
Use Documents for individual work and Templates for a reusable starting point. A master can contain many possible sections, but the final output includes only the content selected by its answers.
Save and test
Save creates a revision. Watch the saved/unsaved indicator before leaving. Use Forms to enter test answers, then Preview to see the resulting document. Test answers in the builder are not sent to clients.